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NVIDIA’s AI Forecast: $2 Trillion Infrastructure Investment
During the GTC Paris event on Friday, NVIDIA CEO Jensen Huang projected that spending on AI-enabled data centers would double to $2 trillion over the next 4-5 years. The company aims to sell hundreds of billions worth of its new GB200/300 GPUs, with significant advancements in performance and power expected from future models.
Meta’s $14.3 Billion Acquisition of Scale AI
Meta Platforms has acquired a 49% stake in Scale AI for $14.3 billion, marking the largest acquisition in the AI sector. Scale AI specializes in data labeling and preparation services essential for training AI models and is positioned as a key player in the AI data supply chain.
AMD’s New AI Server Rack Unveiled
Advanced Micro Devices (AMD) announced its new Helios AI Rack, set for release in 2026, capable of supporting up to 72 MI400 GPUs and projecting an 80% increase in AI inference demand by the same year. This was highlighted during AMD’s Advancing AI conference last week, where CEO Lisa Su emphasized ongoing advancements in AI chip technology.
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